证券记录
VCEB
名称等待档案录入
33被追踪持有人
+4Δ持有人
3.75M持有股份
$235.47M报告持仓市值
+4新建仓位
−0清仓
动量输入(同类管理人):
持有人广度 +13.8% ·
股份流向 +10.2% ·
净新建仓位 +12.1%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.87M | +1.1% | $117.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Truist Financial Corp | 298.63K | +2.9% | $18.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 275.89K | +3.5% | $17.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Creative Planning | 180.05K | +1.6% | $11.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mariner, LLC | 175.09K | +15.8% | $10.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Jane Street Group, Llc | 168.81K | +544.7% | $10.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 111.00K | +707.0% | $7.01M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | Cerity Partners LLC | 104.86K | +8.5% | $6.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Wealthfront Advisers LLC | 97.86K | -52.6% | $6.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 93.49K | -0.2% | $5.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 78.83K | +10.7% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 72.43K | +132.0% | $4.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 67.97K | 新增 | $4.27M | 0.0% | New | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 29.61K | +0.2% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 21.98K | -2.9% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 15.01K | +66.9% | $941,932 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Mercer Global Advisors Inc /Adv | 13.23K | 新增 | $830,299 | 0.0% | New | 1 | SEC ↗ |
| 18 | Captrust Financial Advisors | 11.70K | +5.1% | $734,480 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 11.30K | +12.2% | $709,357 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Mml Investors Services, Llc | 8.96K | +14.8% | $562,431 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 8.92K | +12.2% | $559,911 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 7.92K | 0.0% | $496,745 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 6.42K | +6.6% | $402,672 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 4.08K | -13.8% | $255,859 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | First Trust Advisors Lp | 3.89K | +1.2% | $244,083 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | TD Waterhouse Canada Inc. | 2.50K | 0.0% | $156,320 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 2.46K | +160.4% | $154,267 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 28 | Fidelity (FMR) ✦ | 1.42K | +0.3% | $88,783 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Us Bancorp \De\ | 1.39K | 0.0% | $87,299 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 30 | Blair William & Co/Il | 1.02K | -13.6% | $64,086 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 421 | 新增 | $26,422 | 0.0% | New | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 72 | 0.0% | $4,519 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 2 | 新增 | $126 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Susquehanna International… | $4.27M | 0.0% |
| Mercer Global Advisors Inc… | $830,299 | 0.0% |
| Northwestern Mutual Wealth… | $26,422 | 0.0% |
| Fifth Third Bancorp | $126 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 129 持有人, 9.01M 股份, $538.74M 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据